UBS Group
UBS
571 hedge funds and large institutions have $43B invested in UBS Group in 2024 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 207 increasing their positions, 180 reducing their positions, and 54 closing their positions.
63% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 54
15% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 180
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
4% more funds holding
Funds holding: 548 → 571 (+23)
0.91% more ownership
Funds ownership: 43.15% → 44.06% (+0.91%)
1% more capital invested
Capital invested by funds: $42.6B → $43B (+$370M)
28% less call options, than puts
Call options by funds: $597M | Put options by funds: $824M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$556M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$400M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$225M |
| 4 |
SP
SIH Partners
Wilmington,
Delaware
|
+$224M |
| 5 |
Pictet Asset Management
Carouge,
Switzerland
|
+$176M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$780M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$318M |
| 3 |
Zurich Cantonal Bank
Zurich,
Switzerland
|
-$189M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$95.9M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$76.4M |
UBS Hedge Fund Activity: Q4 2024 in Review
571 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in UBS Group (UBS) for Q4 2024, worth a combined $43B — up 0.87% from $42.6B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new UBS positions and 54 closed out — a net gain of 34 holders — while 207 added to existing stakes and 180 trimmed.
The largest buyer was DZ Bank, adding an estimated $556M. The largest seller was JP Morgan Chase, cutting an estimated $780M.
- 571 institutional investors held UBS Group (UBS) as of Q4 2024, up from 548 in Q3 2024.
- Funds reported $43B of UBS Group stock for Q4 2024, up 0.87% quarter-over-quarter.
- 88 funds opened new UBS Group positions in Q4 2024 and 54 closed out, a net change of +34 holders.
- The largest UBS Group buyer in Q4 2024 was DZ Bank, an estimated $556M added.
- The largest UBS Group seller in Q4 2024 was JP Morgan Chase, an estimated $780M sold.
Based on aggregated 13F filings for Q4 2024.